Compare Canopy vs iiPay

More Information More Information

Crozscore:

67%
what is this?
28%
no significant changes

Crozscore:

61%
what is this?
27%
interest falling
Canopy screenshot view 2 more iiPay  screenshot

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

iiPay sharply reduces dependence on in-country payroll processors and its gross-to-net engine provides a clean, comprehensive view into an organization’s global payroll landscape.

iiPay has been implemented at more than 270 businesses in more than 150 countries, making them more efficient, compliant and adaptable with improved employee productivity and satisfaction.

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • Budgeting
  • Attendance Tracking
  • Expense Tracking
  • Dashboard
  • Notifications
  • Multi-User
  • Timesheets
  • Travel Management
  • Onboarding
  • Tax Management
  • External Integrations
  • Employee Database
  • Data Visualization
  • Data Import
  • Data Export
  • Scheduling
  • Payroll
  • Multi-Currency

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses iiPay
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.
Back to top